The Efficiency Beat

5 Questions to Answer Before You Implement New Technology at Your RIA

Have you ever worked at an organization and one day your boss declared, "Hey, folks! Today we're getting XYZ software! There will be a training at...

3 CRM Software Integrations Financial Advisors Should Consider

Earlier this week, we discussed how CRM software integration isn't always the most important aspect of choosing a new CRM. However, they are worth...

11 Expert Project Planning Tips for Selecting New Technology

Real Tips from the Field - Part 1

Quite some time ago, both radio and theaters used 'Serials' – a series of short stories that usually ended with a...

13 Questions to Help RIAs Effectively Onboard New Employees

Finally. The position has been approved, the hiring process has been completed and your newest employee is ready to start. Ladies and gentlemen, the...

What Happens When Your Firm has No Defined Core Values?

Let’s start by defining core values as being the foundation for any business, a measurement of how we are performing and conducting ourselves. No...

Best Practices for Selecting a CRM for Financial Advisors

CRM (Customer Relationship Management) is a term that refers to the practices, strategies, and technology a firm uses to organize, manage and analyze...

The Importance of Change Management Skills – Professionally and Personally

At Trumpet, my role is as an advisor to our clients, which includes assisting firms with adopting new technology. One of the things under this big...

Getting Buy-in for DMS, Part 5: Technology is an Employee Benefit

A Love Letter to Firm Owners

Note: This blog was originally published October 13, 2016 and has been updated to be part of our 6-part series on...

How to Define Your Firm's Core Values (and why it matters)

Is your firm growing faster than you can keep up with? Are you looking to expand your team but concerned about preserving your culture? Are you...